+521.0%
LITE vs MET
+24.0%
+497.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.6% | +5.6% | +3.5% |
| 7D | -1.5% | +1.2% | -2.7% | -1.2% |
| 30D | +6.7% | +1.4% | +5.2% | +7.2% |
| 3M | -6.8% | +17.7% | -24.4% | -3.8% |
| 6M | +29.4% | +35.0% | -5.5% | +34.0% |
| YTD | +139.1% | +26.3% | +112.8% | +142.7% |
| 1Y | +521.0% | +22.8% | +498.2% | +512.5% |
| All | +521.0% | +24.0% | +497.0% | +512.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded MET wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling